The library is organized by industry. Filter by industry, function, complexity or deployment pattern, or search by system or keyword. Open any Blueprint for the full write-up. Every entry ends the same way: a conversation about your version of the workflow.
Each card names the industry and function it belongs to, then two badges: complexity (how involved the build is: Starter, Standard or Advanced) and deployment (whether it runs on HeyQuinn or directly on the model platform).
Candidate sourcing, screening and scheduling
Sources and screens candidates against job criteria, sends personalized outreach, and coordinates interview scheduling across calendars. A recruiter makes the final hiring decision on every candidate.
Systems: LinkedIn · GitHub
- Complexity: Standard
- Deployment: Platform-native
Month-end close reconciliation and categorization
Matches bank transactions and categorizes expenses using historical patterns, escalating any timing mismatch or judgment call it cannot resolve. An accountant reviews the resulting statements before client delivery.
Systems: QuickBooks · Xero
- Complexity: Standard
- Deployment: Platform-native
SEO client report assembly
Pulls performance data from analytics and SEO platforms and assembles a branded client report with formatted charts and sections. An account manager adds strategic commentary before it goes out.
Systems: Google Analytics · Search Console · Ahrefs
- Complexity: Standard
- Deployment: Platform-native
Support conversation resolution and escalation
Resolves refunds, returns, and account updates against the CRM and knowledge base, answering clarifying questions across multiple turns. A support representative reviews any case involving fraud, disputes, or policy exceptions.
Systems: CRM · Knowledge base · Payment systems
- Complexity: Standard
- Deployment: Platform-native
AML case evidence assembly
Assembles transaction, account and counterparty data when a case opens and ranks activity against known laundering typologies. An investigator reviews high-risk cases and decides on filing.
Systems: core banking system · transaction records
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Chargeback claim translation and analysis
Translates incoming chargeback documentation and analyzes the claim against dispute rules to recommend a decision. An analyst reviews and approves the recommendation before any action is taken.
Systems: core banking systems
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Vendor contract review assistant
Reviews vendor agreements against standard terms and flags risk clauses, deviations and missing provisions for legal review. Legal counsel approves the contract before it is signed.
Systems: document management system
- Complexity: Standard
- Deployment: HeyQuinn recommended
Case visit note drafting
Turns a recorded home visit or handwritten notes into a structured case note and completed form fields ready for the case file. The caseworker reviews and submits every note before it becomes part of the record.
Systems: case management system
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Patient scheduling and insurance verification
Answers inbound patient calls to check appointment availability, book visits, verify insurance benefits and route calls by intent. Front desk staff review abnormal lab results and billing exceptions before any follow up.
Systems: EHR · practice management system · payment processor
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Weight-management coaching onboarding
Guides a new participant through a weight management onboarding conversation, collecting goals and answering curriculum questions in real time. A human coach takes over once trust is established or a safety concern is flagged.
Systems: Zendesk · RAG pipeline
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Multichannel order intake and ERP conversion
Parses orders from email, text, photos, and calls, matching each customer's shorthand against order history to build a structured order. A team member reviews any order below the confidence threshold before it reaches the ERP.
Systems: ERP
- Complexity: Standard
- Deployment: Platform-native
Natural-language analytics query routing
Routes a plain-language business question to specialized agents for calculations, product lookups and geographic data, then synthesizes an answer. Access controls scope what each employee can query.
Systems: data warehouse · product master data system · geography master data system
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Vendor invoice reconciliation
Matches vendor invoices against purchase orders and receipts in the ERP and drafts clarification emails for mismatches. An accounts payable reviewer resolves any exception it cannot match.
Systems: SAP · Ariba
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Field service dispatch and scheduling
Analyzes technician availability and job priority to recommend task assignment, rescheduling, and route changes. A dispatcher accepts or rejects every recommendation before it takes effect.
Systems: Mobile app
- Complexity: Standard
- Deployment: Platform-native
Tiered estimate generation from site photos
Generates tiered good-better-best pricing quotes for foundation repair jobs from site photos, job descriptions or satellite property measurements. The estimator reviews and sends the finished quote to the homeowner.
Systems: CRM · MapMeasure Pro
- Complexity: Standard
- Deployment: Platform-native
Concrete delivery and test tracking
Extracts docket numbers, slump results and pour locations from site photos sent by messaging app and writes the structured record to the delivery register. A site engineer confirms lab results before the record closes out.
Systems: WhatsApp Business API · SharePoint
- Complexity: Standard
- Deployment: Platform-native
Inbound call answering and booking
Answers inbound service calls at any hour, qualifies callers against a script, and books appointments into the field service system. A staff member takes over complex or emergency calls with a short summary attached.
Systems: ServiceTitan
- Complexity: Standard
- Deployment: Platform-native
Permit email triage and submission
Categorizes permit emails, extracts action items and validates utility documents before submitting permits through municipal portals. A coordinator reviews any flagged item.
Systems: CRM · email
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Long-term real estate lead nurturing
Qualifies inbound property inquiries by text and sustains multi month follow up while updating pipeline records. An agent takes over every conversation that reaches a showing or negotiation.
Systems: CRM · Text message
- Complexity: Standard
- Deployment: Platform-native
Maintenance request triage and dispatch
Greets tenants around the clock and classifies maintenance requests as emergency, urgent, routine or self resolvable. A property manager reviews vendor dispatch and work order updates.
Systems: AppFolio · Yardi
- Complexity: Standard
- Deployment: HeyQuinn recommended
Tenant inquiry triage and scheduling
Triages inbound tenant messages across chat, email and text, answers common lease and maintenance questions, and books maintenance appointments directly. Staff review any escalated issue with full context attached.
Systems: Property management platform · SMS · Email
- Complexity: Standard
- Deployment: Platform-native
Contract clause redline drafting
Extracts clauses from a contract, scores each against the approved playbook, and drafts a risk-flagged redline with alternative language. Senior counsel reviews and approves before it returns to the counterparty.
Systems: Box · Salesforce
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Police report intake to retainer generation
Extracts accident details from scanned police reports, updates the matching case record, and drafts a retainer with the statute deadline. The attorney reviews before outreach is sent.
Systems: Clio Manage
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Legal precedent research synthesis
Plans and orchestrates research across a legal content database and regulatory sources to assemble a citation-checked legal analysis. An attorney reviews and verifies every citation before relying on the result.
Systems: legal content database · matter management system
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Medical chronology and demand letter drafting
Extracts medical records and case documents to build a chronology and drafts a demand letter in the firm's house style. The attorney reviews and approves the demand letter before it is sent.
Systems: case management system · document ingestion
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Carrier freight booking negotiation
Gathers carrier offers, verifies compliance and negotiates rates within preset limits before writing confirmed bookings to the transportation management system. A carrier representative reviews any load outside the guardrails.
Systems: TMS · load board
- Complexity: Standard
- Deployment: Platform-native
LTL freight invoice exception resolution
Matches carrier invoices to broker loads, audits them against billing rules and flags discrepancies by exception type. A coordinator reviews and resolves any dispute the agent routes to a person.
Systems: transportation management system · carrier and broker portals
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Missed pickup detection and resolution
Monitors unconfirmed LTL pickups and coordinates two agents to contact carriers and determine the correct resolution action. A coordinator reviews any case that falls outside standard resolution parameters.
Systems: TMS · carrier communications
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Photo-based compliance verification
Reviews a photo of a field event setup against the compliance checklist and flags any item that fails the standard. A field supervisor confirms the result before the shift closes out.
Systems: mobile app · event/shift management system
- Complexity: Starter
- Deployment: Platform-native
Auto claim damage and fraud triage
Extracts claim documents and images, compares repair estimates against telematics data, and screens for fraud indicators against watchlists. A claims adjuster reviews flagged or high-value claims before approval.
Systems: OCR · telematics · watchlists
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Catastrophe loss submission processing
Extracts catastrophe event records from cedant submission packs, matches them against historical loss data, and updates the loss database with flagged changes. An underwriter confirms or redirects the process at each handoff.
Systems: Excel · historical catastrophe database · cedant loss database
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Multi-line quote letter generation
Pulls carrier quotes from data feeds and populates standardized multi line client quote letters for review. An account manager reviews and sends the finished letter to the client.
Systems: Microsoft 365 · Carrier data feeds
- Complexity: Standard
- Deployment: HeyQuinn recommended
Underwriter risk research summary
Checks incoming risk submissions against underwriting guidelines and regulatory databases and compiles relevant precedents and risk factors. An underwriter reviews the summary and makes the coverage decision.
Systems: underwriting guidelines · regulatory databases
- Complexity: Standard
- Deployment: HeyQuinn recommended
Admitted student enrollment engagement
Answers admitted students' questions on financial aid, housing and registration through two-way text messaging at any hour. A staff member takes over complex cases with full conversation context attached.
Systems: student information and communication systems · SMS
- Complexity: Standard
- Deployment: Platform-native
At-risk student outreach drafting
Flags at-risk students by connecting to the learning management and student information systems, then drafts personalized outreach and success plans. An advisor reviews and sends every outreach draft.
Systems: Canvas · Banner · PeopleSoft
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Student inquiry routing and escalation
Classifies inbound student questions on financial aid, registration and IT access, then resolves routine cases or routes them to the right queue. Staff review any case logged after hours before it closes.
Systems: CRM · Banner API
- Complexity: Standard
- Deployment: Platform-native
Helpdesk ticket triage and routing
Reads inbound ticket text and classifies category, priority and service type before routing to the correct queue and asset. A dispatcher confirms escalations that fall outside standard runbooks.
Systems: PSA · RMM · IT Glue
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Database migration translation pipeline
Parses a database estate, translates stored procedures to the target dialect, validates each translation and drafts an executive assessment report. An engineer reviews and approves the migration plan before it moves to production.
Systems: SQL Server · Aurora PostgreSQL · AWS Bedrock
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Production alert investigation and remediation
Investigates a production monitoring alert, queries the data warehouse and code repository to find the root cause, and posts an analysis with a proposed fix. An engineer reviews and merges any pull request before it ships.
Systems: Slack · data warehouse · code repository
- Complexity: Standard
- Deployment: HeyQuinn recommended
Security threat investigation triage
Forms an investigative hypothesis from a threat indicator and pulls endpoint telemetry and threat intel evidence to build a structured case report. An analyst reviews the findings and decides on any response action.
Systems: endpoint telemetry · threat intel feeds
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Guest SMS concierge and upsell
Answers guest questions and recommends local services over text message, drawing on room and loyalty data to route personalized upsell offers. A staff member handles any query the agent cannot resolve.
Systems: property management system · upsell catalog
- Complexity: Standard
- Deployment: Platform-native
Review response drafting and posting
Drafts a unique response to each new Google review and posts positive ones automatically after classifying the rating. The owner approves any negative review response in Slack before it posts.
Systems: Google My Business · Slack
- Complexity: Standard
- Deployment: Platform-native
Voice shopping discovery agent
Holds a voice conversation with a shopper, asks follow-up questions, and recommends products from the retailer's catalog. The shopper completes the purchase decision.
Systems: product catalog · online store
- Complexity: Standard
- Deployment: Platform-native
No workflows match those filters
Try fewer filters, or tell us about your workflow. The library is a sample, not a limit.
How to read the badges
Two badges on every card. Complexity describes the build. Deployment describes where it runs.
Complexity (how involved the build is)
- Starter
- A contained workflow: one agent, one or two systems, and exceptions simple enough to route to a single person. Often the first workflow an organization automates.
- Standard
- Several systems or steps, defined exception routing, and human approval points designed into the workflow. Most of the library sits here.
- Advanced
- Several agents coordinating, regulated or sensitive data, persistent state across sessions, or decisions where an error is expensive. Governance design is most of the work.
Deployment (where it runs)
- Platform-native
- Runs directly on Anthropic's platform: Claude models, tool use and MCP (Model Context Protocol) connectivity, with Altivus providing monitoring, governance and ongoing management.
- HeyQuinn recommended
- Runs on HeyQuinn, the AI runtime by Altivus, because the workflow needs persistent agents, several agents coordinating, granular permissions, approvals, audit and Mission Control visibility, on-premises or customer-cloud hosting, or models from vendors other than Anthropic.